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Dylan Patel’s SemiAnalysis Projects Over $100 Million In 2026 Revenue

SemiAnalysis, Dylan Patel's semiconductor and AI research firm, projects over $100 million in 2026 revenue, up sharply from ~$20 million in 2025. The growth reflects rising demand for specialized AI infrastructure intelligence among enterprise clients.

MentionsSemiAnalysis · Dylan Patel · The Information

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Dylan Patel’s SemiAnalysis Projects Over $100 Million In 2026 Revenue · Modelwire